+68.2%
PANW vs PLTU
+140.2%
-72.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +2.0% | -0.8% | +2.8% | +1.9% |
| 30D | -13.0% | -8.8% | -4.2% | -12.0% |
| 3M | +28.6% | +41.7% | -13.0% | +19.5% |
| 6M | +103.0% | -9.3% | +112.2% | +97.2% |
| YTD | +81.9% | -35.2% | +117.2% | +81.8% |
| 1Y | +69.6% | -29.5% | +99.1% | +65.2% |
| All | +68.2% | +140.2% | -72.0% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling